4FG
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4Thought Financial Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

4Thought Financial Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,107
Closed -$333K – 109
2024
Q2 		$333K Buy
3,107
+979
+46% +$104K 0.21% 41
2024
Q1 		$232K Buy
2,128
+352
+20% +$38.2K 0.15% 48
2023
Q4 		$197K Sell
1,776
-1,302
-42% -$136K 0.14% 45
2023
Q3 		$314K Sell
3,078
-5,120
-62% -$540K 0.25% 37
2023
Q2 		$887K Sell
8,198
-571
-7% -$61.7K 0.71% 22
2023
Q1 		$961K Sell
8,769
-14,883
-63% -$1.61M 0.8% 23
2022
Q4 		$2.49M Buy
23,652
+998
+4% +$104K 2.25% 17
2022
Q3 		$2.32M Buy
22,654
+1,871
+9% +$206K 2.28% 17
2022
Q2 		$2.29M Sell
20,783
-13,641
-40% -$1.54M 2.15% 17
2022
Q1 		$4.16M Buy
34,424
+3,965
+13% +$495K 3.69% 9
2021
Q4 		$4.04M Buy
30,459
+12,382
+68% +$1.65M 3.26% 12
2021
Q3 		$2.4M Buy
+18,077
New +$2.44M 2.09% 18

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

4Thought Financial Group's LQD Position: Q3 2024 in Review

4Thought Financial Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2024, closing a stake of 3,107 shares — an estimated $333K sold.

4Thought Financial Group first reported a position in LQD in Q3 2021 and held it in 12 quarters. The position peaked at $4.16M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold LQD as of Q3 2024.

  • 4Thought Financial Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • 4Thought Financial Group sold 3,107 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $333K.
  • 4Thought Financial Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
  • 4Thought Financial Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.16M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2024.

Based on 4Thought Financial Group's 13F filing for Q3 2024, filed 24 Oct 2024.